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| Momentum Financials Fund Fact Sheet MDD |
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Momentum Financials Fund Fact Sheet MDD
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The main aim of this financial leaning equity fund is the maximum returns that are above the JSE Financials Index in the long-term time horizon.
The fund will invest in shares of the banks , insurance companies and other financial services companies listed on JSE.
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| High | Avg. | Low |
| R 7.79 | R 6.90 | R 6.09 |
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| Fund Sector |
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| SA – Equity – Financial |
| Fund Maximum Annual Fee * |
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1.43%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jul 1998 |
27 years ago |
| Fund Benchmark |
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| Jse Financials Index |
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| Momentum Financials Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 15.88 |
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| Q4 of 2022 | 16.91 |
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| Q2 of 2022 | 12.61 |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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